d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, and Bank Advisor Networks.
The d1g1t platform was created to transform the patchwork of legacy systems with a single, integrated platform that provides advanced analytics and risk management tools accross the entire wealth advisory life cycle through a seamless workflow that is highly intuitive and easy-to-use by the entire firm.
Much more than a reporting platform, d1g1t equips client-facing  financial advisors, back-office teams and senior management with operational efficiencies, portfolio management and powerful intelligence they need in real-time.
The company is led by an experienced financial technology team who have developed leading enterprise risk and portfolio management systems for many of the world's top investment banks, institutional and wealth managers, hedge funds, and regulators around the world.

d1g1t

business-analyst

d1g1t is a modern enterprise wealth management platform designed to enhance the client experience and drive operational efficiencies for financial advisory firms. By leveraging a robust performance and risk analytics engine, d1g1t allows advisors to manage client portfolios effectively and deliver personalized digital experiences. The platform integrates various aspects of the wealth management lifecycle, including client management, reporting, and compliance, empowering firms to transition to a digital business model.

d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, and Bank Advisor Networks. The d1g1t platform was created to transform the patchwork of legacy systems with a single, integrated platform that provides advanced analytics and risk management tools accross the entire wealth advisory life cycle through a seamless workflow that is highly intuitive and easy-to-use by the entire firm. Much more than a reporting platform, d1g1t equips client-facing  financial advisors, back-office teams and senior management with operational efficiencies, portfolio management and powerful intelligence they need in real-time. The company is led by an experienced financial technology team who have developed leading enterprise risk and portfolio management systems for many of the world's top investment banks, institutional and wealth managers, hedge funds, and regulators around the world.

• Provide client support on most functional and data related matters
• Triage production support requests for pushing to the correct teams and action
• Provide subject matter expertise and support to the team on production client support
• Communicate with clients on their questions and issues
• Ability to be an escalation level for clients
• Oversee daily reconciliation process
• Participate in the software delivery process to d1g1t clients including testing, documenting system usage and operational processes and training users
• Help build the best possible experience for our clients
• In collaboration with the team, understand client current and future requirements
• Maintain knowledge base & internal documentation that would enable effective client support & improve client experience
• Act as a strategic partner to product teams
• Identify product requirements that would drive operational efficiencies

Senior Business Analyst

Business Analyst providing client support in the wealth management sector at d1g1t. Engage with clients and oversee daily operations while contributing to software delivery and improvements.

• Assist in analyzing, cleaning, and loading data into the d1g1t platform.
• Configure d1g1t platform and on-board users in accordance with their business requirements.
• Oversee daily reconciliation process.
• Participate in the software delivery process to d1g1t clients including testing, documenting system usage and operational processes and training users.
• Provide client support on most functional and data related matters.
• Help build the best possible experience for our clients.
• Work as part of the team to understand client current and future requirements.
• Maintain knowledge base & internal documentation that would enable effective client support & improve client experience.
• Act as a strategic partner to product teams.
• Develop reports and dashboards for the team to monitor and report on client success.
• Identify product requirements that would drive operational efficiencies.

Business Analyst

Business Analyst supporting clients at d1g1t's enterprise wealth management platform. Collaborating on data analysis, new client implementations, and operational support for existing clients.

financial-planning-and-analysis

• Lead and coach a hybrid team of Financial Engineers
• Serve as the technical subject matter expert and owner of specific client engagements
• Manage implementation projects, ensuring smooth end-to-end delivery
• Utilize quantitative analysis and financial models to support our clients workflows in implementing, adopting, and improving the d1g1t platform
• Test and validate to ensure the d1g1t platform is working as intended and obtain client acceptance through numerical validation of results and workflow testing
• Help design and develop scalable, high-performance solutions for our wealth management clients
• Collaborate closely with the Product team to help collect, document, communicate and influence product roadmap based on market/client requirements
• Collaborate with developers to execute on it
• Support pre-sales activities with customers and prospects
• Participate in technical demonstrations, training and troubleshooting sessions as a subject matter expert
• Improve implementation and operational processes that will support business growth
• Collaborate on the company’s documentation efforts including writing user guides, release notes and white papers

Lead Financial Engineer

Lead Financial Engineer specializing in quantitative analysis and financial modeling for the d1g1t fintech platform. Managing implementation projects and guiding a hybrid team of Financial Engineers.

• Master and demonstrate deep knowledge of the d1g1t product suite.
• Act as a subject matter expert and trusted advisor, guiding customers through successful implementation and providing best practice recommendations.
• Independently resolve complex technical issues during data migration and integration.
• Lead implementation calls and tailored training sessions aligned with client workflows and objectives.
• Maintain strategic implementation roadmaps, ensuring timely achievement of milestones.
• Proactively identify and mitigate project risks, roadblocks, and delays.
• Translate client workflows and business requirements into clear technical specifications and actionable use cases.
• Drive product adoption by effectively communicating features, integrations, and optimization opportunities.
• Collaborate cross-functionally to launch, position, and scale new client integrations.
• Develop and maintain comprehensive project documentation and training resources.
• Test and validate to ensure the d1g1t platform is working as intended and obtain client acceptance through numerical validation of results and testing of workflows.
• Assist sales team during pre-sales by performing product demonstrations, answering technical queries, and supporting proof-of-concept engagements.

Financial Engineer – Wealth Management

Financial Engineer providing subject matter expertise in quantitative analysis and financial modeling for wealth management. Collaborating with clients and product teams to enhance portfolio and client management.

it-support

• Provide responsive IT support to employees, including troubleshooting hardware, software and connectivity issues across multiple operating systems and remote environments.
• Install, configure and maintain end-user devices and operating systems (macOS, Windows and Linux), ensuring compliance with company security baselines and encryption requirements.
• Manage user onboarding, offboarding and access provisioning through centralized identity and access management systems, including MFA and SSO.
• Monitor and maintain endpoint protection VPN connectivity, and network access controls in accordance with internal security and policy management frameworks.
• Maintain and audit IT asset inventory, including device tracking, software licensing, and secure decommissioning, to support compliance and operational readiness.
• Participate in incident response and service restoration activities in collaboration with Security and Operations teams.
• Support system updates, patching, and backup validation across workstations and integrated cloud systems.
• Collaborate with internal teams to ensure adherence to data protection, access control and configuration management processes.
• Contribute to IT documentation, user training and process improvements to enhance operational efficiency and compliance with internal standards.

IT Support Specialist

IT Support Specialist providing responsive IT support for employees at fintech startup. Troubleshooting hardware, software, and connectivity issues within a hybrid work environment.

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